3 / 5 Stars
2 3 2 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#28 in Global Real Estate
U.S. News evaluated 58 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 0.84 percent over the past year, 6.24 percent over the past three years, and 16.93 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.2%|
|3 Years (Annualized)||6.2%|
|5 Years (Annualized)||16.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term total return. The fund normally invests at least 80% of the fund's net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of issuers that are principally engaged in the real estate industry. At least 40% of the fund's portfolio will be composed of investments in issuers that are economically tied to at least three different countries, including the United States. The sub-adviser may engage in frequent and active trading of fund investments. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Transamerica Global Real Estate Securities Fund has an expense ratio of 0.99 percent.
Risk is Average compared to funds in the same category according to Morningstar.